Degree Program AssessmentPlan

Degree Program - HS - Personal Financial Planning (BS)

CIP Code: 19.0401.00

Degree Program Coordinator: John SalterDegree Program Coordinator Email: john.salter@ttu.eduDegree Program Coordinator Phone: +18068342143Degree Program Coordinator Mail Stop: 1210Program Purpose Statement: The purpose of the B.S. in Personal Financial Planning (PFP) is to educate students to the higheststandards of excellence and to foster intellectual, ethical, and personal development. The degree program will prepare students tobe professionals who are highly competent, articulate, ethical, principled, innovative, and confident in financial planning.

Student Learning Outcome: Oral Communication SkillsStudents will demonstrate the oral communication skills needed to communicate successfully with clients, build relationships, andadvise clients on how to meet their financial goals.

Outcome Type: Student LearningStart Date: 07/01/2006

Outcome Status: Active

Assessment Methods

Criterion: INDIRECT ASSESSMENT: 70% of students will earn satisfactory ratings or better on their oral communication skills fromtheir internship experience (PFP 3399). During their internship, students' oral communication skills will be evaluated by theirsupervisor. The supervisor will rate the students skills in a survey that is administered at the end of the internship experience.

Course Level Assessment - Oral Communication Skills (Active)

Criterion: DIRECT ASSESSMENT/EMBEDDED ASSESSMENT: There is a required oral presentation assignment embedded in theCapstone course. 70% of students will earn a satisfactory or better rating on the oral presentation of their capstone case. A “B”on the grading rubric equates to satisfactory performance related to this student learning outcome.

Capstone Assignment/Project - Capstone Plan Presentation (Active)

Student Learning Outcome: Technological SkillsStudents will demonstrate the technological skills needed to function at a high level in the personal financial planning profession.

Outcome Type: Student LearningStart Date: 07/01/2006

Outcome Status: Active

Assessment Methods

Criterion: DIRECT ASSESSMENT/EMBEDDED ASSESSMENT: There is a required comprehensive technology project embedded inthe Technology course (PFP 4380). 70% of students will earn a satisfactory or better rating on their overall performance on thisproject. A grade of “B” equates to satisfactory performance related to this student learning outcome.

Course Level Assessment - Performance on Comprehensive Technology Project in PFP 4380 (Active)

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Degree Program - HS - Personal Financial Planning (BS)

Criterion: DIRECT ASSESSMENT/EMBEDDED ASSESSMENT: There is a required project over retirement funding using industryspecific software embedded in the retirement class (PFP 3374). 70% of students will earn a satisfactory or better rating on theireffective use of technology on this project. A grade of B on the technology portion of this project equates to satisfactoryperformance related to this student learning outcome.

Course Level Assessment - Performance on Retirement Funding Project (Active)

Student Learning Outcome: Written Communication SkillsStudents will demonstrate the written communication skills required to function as a successful professional in the financial planningprofession.

Outcome Type: Student LearningStart Date: 07/01/2006

Outcome Status: Active

Assessment Methods

Criterion: INDIRECT ASSESSMENT: 70% of students will earn satisfactory ratings or better on their written communication skillsfrom their internship experience (PFP 3399). During their internship, students' written communication skills will be evaluated bytheir supervisors. The supervisor will rate the student's skills in a survey that is administered at the end of the internshipexperience.

Field Placement/Internship - Written Communication Skills (Active)

Criterion: DIRECT ASSESSMENT/EMBEDDED ASSESSMENT: There is a required writing assignment embedded in the clientcounseling and communication course (PFP 3330). 70% of students will earn a satisfactory or better rating on their writtencommunication skills on this project. A “B” on the grading rubric equates to satisfactory performance related to this studentlearning outcome.

Course Level Assessment - Writing Assignment in Client Counseling and Communications course (PFP 3330) (Active)

Student Learning Outcome: Financial Planning KnowledgeStudents will demonstrate the financial planning knowledge needed to become competent and ethical financial planningprofessionals.

Outcome Type: Student LearningStart Date: 07/01/2006

Outcome Status: Active

Assessment Methods

Criterion: DIRECT ASSESSMENT/EMBEDDED ASSESSMENT: There is a required assignment embedded in the Capstone course(PFP 4370). 70% of students will earn a satisfactory or better rating on the technical accuracy of the content included in theircomprehensive capstone case. A “B” on the grading rubric equates to satisfactory performance related to this student learningoutcome.

Course Level Assessment - Technical Component of Capstone Plan (Active)

Criterion: The TTU pass rate on the CFP(r) Exam will meet or exceed the national pass rate on a cumulative basis.

Discipline-Specific Certification/Licensure - CFP(r) Exam Pass Rate (Active)

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Degree Program - HS - Personal Financial Planning (BS)

Student Learning Outcome: Overall Program AssessmentThe degree program will prepare students to be professionals who are highly competent in financial planning.

Outcome Type: ProgramStart Date: 07/01/2006

Outcome Status: Active

Assessment Methods

Criterion: 90% of students will successfully complete a paid, graded internship. This will be assessed based the studentsperformance on required course assignments, as well as an evaluation of the students overall job performance provided by theinternship supervisor.

Field Placement/Internship - Internship Requirement (Active)

Criterion: DIRECT ASSESSMENT/EMBEDDED ASSESSMENT: There is a required assignment embedded in the Capstone course.90% of students will earn a satisfactory or better rating on their overall performance on the comprehensive capstone case. A “B”on the grading rubric equates to satisfactory performance related to this student learning outcome.

Course Level Assessment - Comprehensive Financial Plan Completion (Active)

Criterion: The TTU pass rate on the CFP(r) Exam will meet or exceed the national pass rate on a cumulative basis.

Discipline-Specific Certification/Licensure - CFP(r) Exam Pass Rate (Active)

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